Investment Consulting Analyst — Hybrid, Growth Path

NEPC, LLC; United States; Hybrid; USD 62,000 - 81,000; Full time

Job summary

NEPC, LLC is a Boston-based, full-service investment consulting firm seeking Investment Consulting Analysts. You will work with client relationships and support investment manager searches, asset allocation studies, performance monitoring, and client reporting.

The role involves collaboration across performance reporting, research and operations teams. Requirements include 2–4 years in investment-related work, strong Excel and graphics skills, and excellent written and verbal communication.

Qualifications

• A minimum of two - four years of investment related experience is required.
• Proficiency in spreadsheets and graphics required.
• Must be a self-starter with strong organizational skills, problem solving skills and attention to detail.
• Excellent communication skills, both oral and written, are imperative.

Responsibilities

• Assist in investment manager searches, asset allocation studies, and performance monitoring.
• Prepare client reports and meeting materials; support special projects.
• Conduct due diligence research on investment management firms.
• Collaborate with performance reporting, research and operations teams.

Skills

communication skills

organization skills

time management

problem solving

attention to detail

independent work

Education

bachelor's degree

advanced degree

CAIA designation

CFA designation

Tools

Excel

graphics

Job description

NEPC, LLC is a Boston-based, full-service investment consulting firm seeking Investment Consulting Analysts. You will work with client relationships and support investment manager searches, asset allocation studies, performance monitoring, and client reporting.

The role involves collaboration across performance reporting, research and operations teams. Requirements include 2–4 years in investment-related work, strong Excel and graphics skills, and excellent written and verbal communication.